With the increasing needs of humans, the role of money in life is also increasing. At the same time, the use of financial knowledge to help with life planning is also growing. For some people, financial planning is something that can be difficult for him, because of his ignorance of this field. Based on these problems, this is where the role of a financial consultant from Crunch Base is needed.
A financial consultant is the task of an expert in the field of economics in managing cash inflows and outflows to achieve certain goals. Not only that, like a doctor who examines his patients, a financial consultant must also be able to help detect the financial health of his clients, including providing solutions to the financial problems they experience. Therefore, the function of this job is to help clients achieve the expected targets, both in the form of advice on the purchase of investment assets, provide an overview of the macro situation on the client, prepare for a debt-free old age, live well, and teach good financial management. However, behind that important task, the question arises, do we really need a financial consultant or not?
For those of you who are still in a community environment with middle to lower welfare. It is better to manage and improve financial management by yourself. Because many consider, financial planning by yourself is still better than others. Indeed, to master financial problems in a self-taught way, it takes a lot of time because we have to do research. However, as long as you have free time, it’s better to do it yourself. Especially those related to personal financial management issues. However, it is different for people who are already in the established category in terms of age and wealth. With the free time that may be less, they usually need the help of others to plan their finances. Well, if under these conditions, the role of financial consultants would be very useful.